Relationship Manager
AFFIN Group
Date: 3 weeks ago
City: Klang
Contract type: Full time
Create your future with Affin! You too can make a difference.
Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.
Job Purpose
Responsible for the distribution of BANCA (Life & General) products for Enterprise Banking. Fulfilment and achievement of assigned BANCA target by the Division.
Accountabilities
Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.
Job Purpose
Responsible for the distribution of BANCA (Life & General) products for Enterprise Banking. Fulfilment and achievement of assigned BANCA target by the Division.
Accountabilities
- Active distribution of suitable BANCA products to customers of Enterprise Banking
- Customize insurance programs to suit individual clients
- Consistently seek out new customers and develop customer base through networking
- Increase share of wallets for Enterprise Banking BANCA Business
- Provide BANCA advisory or support to Business Centre, Commercial Sales and to perform joint sales, where necessary
- Ensure completeness of documents being submitted and customer due diligence being complied
- Perform transactional servicing or support and manage customers’ expectation
- Participate in business planning, campaigns and tactical plans to increase sales performance
- Observe and adhere to Compliance Policies with strong awareness of BANCA operational risks
- Comply with the Professional Certification requirements, prior to promoting any BANCA products
- Building and maintaining strong, long-lasting customer relationships
- Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
- Developing in-depth knowledge of company products.
- Degree in Marketing, Finance, Business Administration or any other related disciplines.
- Experience in Sales, Marketing & Event or Business administration would be an added advantage.
- Sound knowledge of Bancassurance.
- Strong initiative and positive attitude with good writing, communications, interpersonal skills and influencing skills.
- Possesses good business acumen.
- A proactive individual with good initiative, resourceful and creative.
- Passion for customer service innovation and continuous improvement.
- Excellent interpersonal and communication skills.
- Sound analytical, problem solving with good report writing skills.
- Proficient in MS Office Applications.
- Able to work independently under pressure with tight deadline.
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